Import Tool Overview

Import Tool Overview


The Import Tool can be used to Import Providers, Referring Providers, Appointments, Charges, Patient Demographics, and Balances.

  • The Import Tool can also be used as a Demographic Conversion Tool.
  • There is a one-time setup fee and a monthly recurring charge for this feature.
  • For any work beyond setup that requires our attention, there is an hourly labor fee.

Options

  • One-Time Import: An example is importing balances that are in your old system.
  • If a suitable csv file can be obtained from the old system, the balances can be imported.
  • There is a one-time fee.
  • Recurring Imports: This would be an import, such as Charges where the Import recurs on a regular basis.
  • Clients that cannot provide an HL7 file from an EMR/EHR can use this tool to import their charges instead of keying them manually.
  • There is a one-time fee and a monthly fee afterwards.

Learn More



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